- Products
Client Portal
Deliver a branded client experience
Messaging
Communicate with clients securely
Invoicing
Invoice clients and get paid
Tasks
Assign tasks to clients and stay organized
Contracts
Create contracts and request eSignatures
File Sharing
Share and organize documents
Forms
Streamline data collection
Store
Make online storefronts
Features
- Solutions
- Resources
- Pricing
Modern accounting firms run on Copilot.
Differentiate your client accounting services with a secure, one-stop shop for clients to upload files, sign contracts, pay invoices, send messages, and much more.
Give your clients an all-in-one accounting experience.
From new client intake, contract signing, secure file sharing, billing, and communicating through it all, elevate your client accounting services with your own branded portal.
Streamline your client onboarding
Quickly set up an onboarding experience that walks clients through a clear task checklist —from submitting forms, signing contracts, to paying the first invoice — so nothing falls through the cracks.
Your customers deserve a modern client experience
Security
Protect sensitive client information. SOC2 and HIPAA reports are available.
All-in-one
Impress clients with a seamless all-in-one experience on web and mobile.
Branding
Provide a premium experience by customizing your portal with your brand assets.
Automations
Save time, work more efficiently, and reduce the risk of manual errors.
Partner Apps
Embed products like Airtable, Calendly, and others to give clients a true all-in-one view.
Custom Apps
Build your own Custom Apps that seamlessly integrate with the rest of the platform.
Integrations
Connect your accounting software, sales CRM, or another supported product.
Notifications
Streamlined and branded notifications for clients in your portal and via email.
Let clients pay you easily, flexibly, and regularly.
No more chasing and reminders. Leverage automated invoices, subscriptions, and self-serve payments offerings that you create. Accept ACH or credit card through secure checkout, so you get paid faster.
Request payments
Let clients pay directly from your portal.
Leah McCool transformed her accounting practice, rapidly growing her client base while cutting onboarding time by 75%, using Copilot's integrated client portal platform.
Client growth
Onboarding time reduction
Email back-and-forth reduction
Embed important links for clients
Embed any link you know your clients need, from Bill.com to the IRS website, right into your client portal.
Sync with QuickBooks Online
Sync with Quickbooks to make reconciling your internal bookkeeping even easier.
"Copilot was the only one that let us flexibly build our own version of a client portal, uniting elements of their technology with existing external core applications that we wanted to keep using."
Founder, CEO
Your client deserve it. And so do you.
